See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3+ years Filed as: THE BOSTON CO. ASSET MANAGEMENT,LLC Service code 28 · EIN 04-3404987 | Investment Management | $213,957 |
GEORGE JOHNSON & COMPANY3+ years Filed as: GEORGE L. BUENO Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $103,483 |
Filed as: QUAN VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
EILEEN DUPONT3+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $73,495 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,813 |
BERNADETTE SMITH3+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $66,656 |
SCHWARZWALD & MCNAIR3+ years Filed as: SCHWARZWALD MCNAIR AND FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $58,782 |
Filed as: LV MANAGEMENT Service code 28 | Investment Management | $57,163 |
NEW TOWER1 year Service code 28 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $41,039 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $37,835 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.03% | 13.46%-2.4pp | 9.39%+1.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $3,243 | $16,846-80.7% | $33,466-90.3% | $14,688-77.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |